Key Points Bank of America analyst Vivek Arya has increased Nvidia’s target price from $300 to $320. The company has an exceptional financial growth trajectory. CEO Jensen Huang sees more than $1 trillion in expected Blackwell and Rubin demand through 2027. 10 stocks we like better than Nvidia › Bank of America‘s (NYSE: BAC) top … Read more
Nvidia Reports Earnings on May 20. Here's the One Number That Matters Most.
The whipping post
Key Points Nvidia topped revenue expectations in every quarter of its fiscal 2026. The number to watch is its forward guidance for its next quarter. That will show how much hyperscaler spending Nvidia is capturing and the success of its transition from the Blackwell to the Vera Rubin architecture. 10 stocks we like better than … Read more
Ampco-Pittsburgh Stock Slips Post Q1 Earnings Despite Sales Growth
The whipping post
Shares of Ampco-Pittsburgh Corporation AP have lost 3% since the company reported earnings for the quarter ended March 31, 2026, against the S&P 500 Index’s 1.3% gain over the same period. Over the past month, however, the stock has rallied 25.1%, significantly outperforming the S&P 500’s 7.3% rise. Ampco-Pittsburgh’s Earnings Snapshot Ampco-Pittsburgh reported first-quarter 2026 … Read more
Tucows Q1 Loss Widens Y/Y Despite Revenue Growth & Ting Gains
Shares of Tucows Inc. TCX have gained 0.6% since reporting results for the first quarter of 2026, trailing the S&P 500 index’s 1.1% return. However, over the past month, the stock has declined 10.7%, underperforming the S&P 500’s 6.6% advance. Tucows reported first-quarter 2026 consolidated net revenues of $96.7 million, up 2% year over year … Read more
See Which Recent 13F Filers Hold TSLA But Boussard & Gavaudan Investment Management, Wright Wealth, Lombard Odier Asset Management USA, Carret Asset Management, Coppell Advisory Solutions and Deltroit Asset Management UK Exited
At Holdings Channel, we have reviewed the latest batch of the 111 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Tesla Inc (Symbol: TSLA) was held by 31 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer … Read more